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Importing Tasks From StudioPlus's Desktop Spectra Software
OverviewThis tutorial will provide instructions on how to import tasks into StudioCloud from StudioPlus Export Tasks From StudioPlus- Instructions
- Go to the tasks section in StudioPlus
- Instructions on exporting out the first file
- Select the Pending button so only active tasks are displayed.
- Click the "Column Chooser" button.
- Click the "Uncheck All" button
- Select the following columns
- Client - First Name
- Client - Last Name
- Task - Description
- Task - Due Date
- Task - Priority
- Task - Start Date
- Task - Task Status
- Task - Task Subject
- Task - Task Type
- Click the "Export To Excel Button and save the file with the name "Tasks.xls"
- If StudioCloud is importing the data for you please email the file to support@studiocloud.com. If you are importing the data yourself continue on to the step below.
- Instructions on how to convert the excel file to csv
- Once this file has been exported open it in excel and click the "Save As" button.
- Change the Save as type: to be CSV (Comma delimited) and save the file
How to Import The Tasks from StudioPlus into StudioCloud- Import the orders csv file into StudioCloud
- Open and login to StudioCloud
- Go to the Projects Component
- Go to the Projects/Orders tab
- Click the Import Options followed by the Import Projects/Orders
- In the Import Projects/Orders window click on Import Options and click the Import from StudioPlus file option
- Select the tasks csv file
- Click Open
- Verify the information is accurate and in the correct columns then click the Save button
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